Systems & Operations Audit + Coaching Sessions

The Compass platform, if used to its full potential and consistently, will help you run your business and allow you to scale and grow. And it will allow you to do your #1 job: cultivate relationships.

With our Systems & Operations Audit and 1-on-1 Coaching Sessions, you will take your business to the next level by getting your “house” in order and learning how to function more effectively and efficiently.

Objectives:

• Help agents/teams set up and manage VAs/admins for success

• Help agents/teams refine their operational processes so that they can work smarter, not harder

Audience:

• Agents/teams about to hire your first admin/VA and want to set them up for success

• Agents/teams who have or have had admin and not sure if maximizing their utility or failed to onboard/manage them for success

WHAT’S INCLUDED:

• Operations Audit

  • In this initial session, we will discuss your current systems and processes, identify opportunities and gaps, and review our step-by-step plan for establishing an operation for greater efficiency and growth.

• 4 thirty-minute Sessions with Operations/Systems Expert and Coach, Susie Adamson. where we will cover things like:

  • Making sure your CRM is organized

  • Setting up your team drive, calendar, and other systems

  • Creating/refining transaction checklists (with exclusive access to Susie’s checklist templates)

  • Adding email templates to checklists

  • Setting up and using your business tracker

  • Using your task list for your daily marching orders

  • Using action plans

  • Knowing the best uses for Bulk emails vs Marketing emails

  • Identifying admin/ops responsibilities

  • Establishing clear, efficient onboarding of admin(s)

Questions?: Call or email Susie at susie@performancecoaching.com or 862-216-288